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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,410 | $111,814+22.0% | $93,654+45.7% | $145,959-6.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 2.45% | 203.30%-200.8pp | 133.34%-130.9pp | 561.95%-559.5pp |
| Employer contribution / active EE | $9,552 | $3,092+209.0% | $2,421+294.6% | $4,661+104.9% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,032 | $10,246-89.9% | $8,282-87.5% | $13,398-92.3% |